David Cahn · 5 August 2026

New Podcast: How The AI Bet Pays Off + AI Lab Strategy Game

David Cahn, GP @ Sequoia

A podcast discussion comparing major tech companies' AI strategies through the lens of resource-allocation games like StarCraft, analyzing differences between founder-led (OpenAI, Anthropic) and committee-driven (Google, Amazon) approaches.

Read the full post on David Cahn ↗

Topics: AI (Horizontal)

Published by David Cahn · their site ↗

More from David Cahn

SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.